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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Delio with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Automate wealth management workflows via Delio Core OS. manage deals, investors, portfolio transactions, compliance forms, and platform users from any AI agent

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 14 capabilities

The complete Delio capability set.

These are the exact actions your AI can choose when you ask it to work with Delio.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 14 available through Delio.

  1. 01

    List portfolio assets

    List all portfolio assets

  2. 02

    List portfolio transactions

    List all portfolio transactions

  3. 03

    List user groups

    List all user groups in the tenant

  4. 04

    List deal transactions

    Includes subscriptions, capital calls, distributions, fees, and adjustments. List all transactions across deals

Capability set02 / 04

05-08

4 capabilities in this set.

Part of 14 available through Delio.

  1. 05

    List deal investor workflows

    List investor workflows for a deal

  2. 06

    List organisation settings

    List tenant organisation settings

  3. 07

    Get asset details

    Get detailed information about a specific asset

  4. 08

    Get compliance implementation

    Get a compliance implementation with submitted answers

Capability set03 / 04

09-11

3 capabilities in this set.

Part of 14 available through Delio.

  1. 09

    Get user

    Get a single user with their full data graph

  2. 10

    Invite user

    The body should include email, name, user type, and any required group or role assignments. Send a platform invitation to a new user

  3. 11

    List compliance forms

    List all compliance form definitions

Capability set04 / 04

12-14

3 capabilities in this set.

Part of 14 available through Delio.

  1. 12

    List portfolio investors

    List all portfolio investors

  2. 13

    List users

    Supports search by name or email, sorting, and pagination. List all platform users

  3. 14

    Get deal workflow status

    Shows where the investor is in the lifecycle from invitation to completed transaction. Get deal workflow status

Observed, not estimated

1001ms average. Fast in production.

Delio is checked daily against the live service.

Daily averagePeak 1126ms
Aug 20Today
Fastest day
768ms
Slowest day
1126ms
14-day trend
Slowing+7%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 14 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Delio, so you can see the experience inside your AI.

It does not authenticate your account with Delio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Delio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Delio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "delio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Delio owners ask.

  • 01

    How do I get a Delio API token?

    API tokens are issued by the Delio team. Contact your Delio integration lead and tell them your tenant name, whether you need sandbox or production, and the team or system that will hold the token. Tokens are bearer credentials. treat them like passwords and cycle them regularly via the Token API.

  • 02

    What is the difference between sandbox and production?

    Every tenant has two environments: sandbox (isolated data, safe for development and testing, URLs like https://.sandbox.deliowealth.com/) and production (your live tenant, URLs like https://.deliowealth.com/). The API surface is identical. build against sandbox, then switch the base URL when ready.

  • 03

    Can my AI manage the full deal lifecycle?

    Yes. Use get_deal_workflow_status to check where an investor is in the deal lifecycle, list_deal_investor_workflows to see every investor's progress on a deal, and list_deal_transactions to browse all transactions across deals. This gives your AI full visibility into the deal pipeline from invitation to completed transaction.

Explore

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